1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SANTORI & PETERS

Map pinMONROEVILLE, PA
Phone412-373-6904
NotebookSEC #801-25266
Total AUM
$71.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3824 NORTHERN PIKE
SUITE 450
MONROEVILLE
PA 15146
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
412-373-6904

ReceiptFinancials

Total AUM
$71.5M
Accounts
761
Discretionary
$71.5M
Accounts
761
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account